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Portfolio (Quarterly) Guide ↗

ACIMA PRIVATE WEALTH, LLC

· CIK 0001761961
13F Portfolio $322M AUM 176 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 176 New
Page 3 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EWA ISHARES MSCI AUSTRALIA ETF 51,114.0 $1.3M 0.41% NEW $26.19 +10.5%
42 V VISA INC COM CL A Financial Services 3,810.0 $1.3M 0.41% NEW $350.71 -6.6%
43 SHW SHERWIN WILLIAMS CO COM Basic Materials 4,110.0 $1.3M 0.41% NEW $324.03 -4.3%
44 LMT LOCKHEED MARTIN CORP COM Industrials 2,231.0 $1.1M 0.34% NEW $483.67 +9.8%
45 PGR PROGRESSIVE CORP COM Financial Services 4,680.0 $1.1M 0.33% NEW $227.72 -13.5%
46 AMZN AMAZON COM INC COM Consumer Cyclical 4,513.0 $1.0M 0.32% NEW $230.82 +17.8%
47 IWO ISHARES RUSSELL 2000 GROWTH ETF 3,170.0 $1.0M 0.32% NEW $323.01 +17.6%
48 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 3,926.0 $1.0M 0.31% NEW $257.23 -15.4%
49 MCD MCDONALDS CORP COM Consumer Cyclical 3,101.0 $948K 0.29% NEW $305.63 -8.1%
50 XOM EXXON MOBIL CORP COM Energy 7,627.0 $918K 0.28% NEW $120.34 +24.5%
51 GOOG ALPHABET INC CAP STK CL C Communication Services 2,873.0 $902K 0.28% NEW $313.80 +22.6%
52 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,829.0 $866K 0.27% NEW $473.30 -73.4%
53 RTX RTX CORPORATION COM Industrials 4,694.0 $861K 0.27% NEW $183.40 -3.7%
54 UNP UNION PAC CORP COM Industrials 3,671.0 $849K 0.26% NEW $231.32 +20.8%
55 PG PROCTER AND GAMBLE CO COM Consumer Defensive 5,907.0 $847K 0.26% NEW $143.31 +2.9%
56 EWU ISHARES MSCI UNITED KINGDOM ETF 19,184.0 $844K 0.26% NEW $43.98 +7.4%
57 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 1,806.0 $819K 0.25% NEW $453.36 -3.6%
58 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 5,228.0 $809K 0.25% NEW $154.80 -3.9%
59 CAT CATERPILLAR INC COM Industrials 1,400.0 $802K 0.25% NEW $572.87 +58.8%
60 IWM ISHARES RUSSELL 2000 ETF 3,081.0 $758K 0.23% NEW $246.16 +18.0%
Page 3 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Financial Services 21.3%
Consumer Cyclical 12.6%
Healthcare 12.3%
Industrials 10.4%
Consumer Defensive 5.9%
Basic Materials 3.0%
Energy 3.0%
Communication Services 2.6%
Utilities 0.7%